Yesterday's Winning Stocks Becoming Tomorrow's Losers? And Vice-Versa? | Chance Finucane
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For years now, corporate stock prices have been growing substantially faster than their free cash flows.
In theory, this shouldn't be sustainable.
Will 2026 prove to be the year that the math starts to matter?
Today's guest, Chance Finucane, Chief Investment Officer of high net worth advisory firm Oxbow Advisors, thinks it may be.
#magnificent7 #commodities #oilandgas
0:00 - Latest Outlook on Stock Prices vs Free Cash Flows
1:47 - High-Level Assessment of Financial Markets
2:38 - S&P 500 Rangebound Since October
3:05 - Consolidation vs Topping Process
3:54 - 2026 as a Year of Rotation
4:19 - Anticipated Volatility in 2026
5:14 - Midterm Elections Impact on Markets
5:59 - Default Market Estimate for 2026
7:11 - Conservative Positioning Strategy
8:26 - Historically Stretched Valuations
9:15 - Price to Free Cash Flow Analysis
9:50 - When the Math Starts to Matter in 2026
12:03 - Optimism on Commodity Complex
12:26 - Explaining the 30-30-30-10 Allocation
13:41 - Current Commodity Allocation
14:46 - Current Thinking on Precious Metals
15:25 - Long-Term Bullish on Precious Metals
16:44 - Trimming Exposure to Precious Metals
18:33 - Opportunities in Commodities Beyond Precious Metals
18:49 - Moving into Energy Sector
22:48 - Making Money from Bear Markets
26:42 - Opinion on Kevin Warsh as New Fed Chair
28:49 - Outlook on Longer-Term Rates
30:55 - Other Parts of Commodity Complex
32:57 - Expectations for Dollar Weakness
33:49 - Other Areas for Moving Capital
35:55 - Risky Parts of the Market to Avoid
37:19 - Other Topics on Oxbow's Radar
40:08 - Investment Discipline and Stop-Losses
43:36 - How to Contact Oxbow Advisors
43:47 - Thoughtful Money Spring Conference
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